SELECTED WORK
Our Work
Here's what each client came to us with and what we built for them. Some are reporting projects and some are CRM. A few started as one and turned into the other.
Reporting and dashboards
TheKey
Staffing is the whole business at TheKey, which provides in-home senior care. Too few caregivers in a market and you turn work away; too many and you’re paying people to sit idle. We built executive Tableau dashboards showing where demand is running ahead of supply, plus reporting on which marketing spend produces leads that convert and which reps need coaching. None of it goes to customers. It’s for the people deciding where to hire next.
Structurely
Structurely turned their reporting into an additional revenue stream. Their AI agents qualify leads by call, text and email, and their customers wanted a clearer view of how those agents were performing, but the reporting they had was at the end of what it could do. We rebuilt the pipelines underneath and redesigned the dashboards, which now sit in the client portal filtered so each customer sees only their own data. Renewal conversations got easier once clients could see the conversion uplift for themselves.
Career Now Brands
Career Now Brands wanted their customers to see how well its AI-powered recruiting system works, without hiring a full-time Tableau developer. We built the customer-facing reporting suite and still support it on a fractional basis. This is a newer project, separate from our founder's earlier work there.
The National Transportation Institute
NTI surveys driver pay and benefits across the country, aggregates it, and sells it to trucking companies who use it to keep their pay packages competitive. The data is the product. Delivery was the bottleneck: orders were filled by hand, with someone compiling a spreadsheet of the cities each customer had bought. We built a Power BI product on top of it, so an HR leader picks their variables and sees straight away how their own pay compares against city, state and national benchmarks. Subscriptions control who sees what, and NTI sells access per city and per report.
What these projects had in common
A few things came up again and again. The data usually already existed, and what was missing was a way to act on it. Several projects were rebuilds of a platform the client already owned. Most of the fixes were in the layout and in which question a report was built to answer. And every project included training and documentation, because the biggest risk to any system is the one person who knows how it works leaving.
In their words
Ryan Bator, President & Co-founder, Quick and Simple Imports
The ActiveCampaign setup was just as seamless and our first campaign had a 48% open rate! ForgeSight handled the entire integration with Salesforce — from configuring data syncs and field mapping to building automations that keep our lists clean and actionable. They even embedded ActiveCampaign tools directly into Salesforce so our team can send emails and manage automations without ever leaving the platform.
What really stood out was the level of service. ForgeSight was incredibly responsive, thoughtful, and easy to work with from start to finish. The project was delivered exactly as quoted, and they even went above and beyond, helping us set up a shared email group in Google so replies from campaigns would reach the right people without overwhelming any one team member.
Ryan’s full review runs on the CRM & Marketing Integrations page.
CRM, Salesforce and HubSpot
Schoolcraft College
Several people on Schoolcraft College’s Workforce & Economic Development team work the same accounts, and they’d bought Salesforce to coordinate that. What they wanted was a setup built around the way the department actually runs. We rebuilt it with custom objects for the events they run in the community, the students they place with local businesses, and the training they sell. Then we put a dashboard on the homepage showing department-wide performance, and trained the team to log their own activity and read everyone else’s. They work accounts together now, and the whole department can see the wins.
Stack Influence
Nothing was broken at Stack Influence. Customer service and campaign operations ran across HubSpot, Front and ClickUp, and all three did their jobs well. What was missing was somewhere to see it all at once: getting a full picture of a client meant opening three tools, and the sales team couldn’t see service history alongside their own. We moved customer service and campaign operations into HubSpot Service Hub and tied that work to the account record. Sales and service sit together now, response times came down, and a question about a client can be answered in one place.
Quick and Simple Imports
Quick and Simple Imports was our first client. They wanted more from two things at once: their Salesforce setup, and email marketing that connected to it properly. We started with Salesforce — custom homepages and dashboards for tracking outreach and pipeline, new fields, and page layouts arranged so the sales team can find what they need and log activity in a few seconds. Then we implemented ActiveCampaign and handled the integration end to end, including embedding it inside Salesforce so the team sends email without leaving the system they already live in. Their first campaign had a 48% open rate.
Sample dashboards
The ARR Story
A year of recurring revenue at a fictional B2B software company, in four steps. It starts with what drove growth and ends with the renewals coming up next quarter. Click a region to highlight it, or switch to dark mode. Built in Tableau using synthetic data, with its own mobile layout.
U.S. Respiratory Illness Trends
Hospitalizations for COVID-19, flu and RSV from CDC surveillance data, from the 2018–19 season through April 2025. Pick a season to compare it with the one before and with the average of the others, then see how rates differ by race, age and sex. Built in Power BI using public data, with light and dark versions of every page.
Why these use sample data
Client data isn’t ours to publish. These are here so you can click around and judge the design and the interaction rather than take our word for it. On a call, we’re happy to walk you through real projects.
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